What Information Do We Need to Complete Your Self Assessment Tax Return (2024/25)?

Preparing your Self Assessment tax return for 2024/25 requires accurate information and supporting documents. To ensure your return is completed correctly and on time, we’ve created this simple guide covering the key details we’ll need from you.

Employment Income and Benefits

Employment Income

Please provide details of any employment income received during the year, including:

• P60 (year-end certificate from your employer)
• P45 (if you left employment)

👉 Note: If we already manage your payroll and you had no other employment, you can ignore this section.

Sole Trader or Partnership Income
If you were self-employed or part of a partnership, please send us your books and records. We will need:

• Details of your total profit or share of partnership income
• Bank statements for the financial year
• Supporting accounts/records for all business income and expenses

Employment Benefits (P11D)
If you received benefits such as a company car, health insurance, or professional memberships paid by your employer, please provide:

• A copy of your P11D form (issued by your employer)
• Full details of the benefits received

Pension Income
If you received pension income, please send a copy of your P60 from your pension provider.

Investment Income, Gains & Losses

Savings and Interest
We require details of all interest earned, including from:

• Bank or building society accounts
• National Savings accounts
• Interest-bearing current accounts

Please provide statements, certificates, or passbooks covering the tax year.

Dividend Income
Please provide dividend vouchers for any cash dividends, stock dividends, or unit trust income received during the year.

👉 If you only receive dividends from your own company and we prepare your accounts, you can skip this section.

Rental Income

If you received rental income, please send:

• Details of rental income and expenses
• Mortgage interest statements (if applicable)
• Completion or sales statements if you bought or sold property during the year
• Ownership share details if the property is jointly owned

Capital Gains
If you sold shares, property, or other investments, we will need:

• Sale proceeds and purchase costs
• Details of gains or losses
• Copies of contract notes or other supporting documentation

Benefits and Allowances

State Benefits
Please provide details of any benefits received, such as Employment & Support Allowance or Jobseeker’s Allowance.

Child Benefit
If you or your partner received Child Benefit and earned over £60k, please confirm:

• The total amount received
• The number of children covered
• Whether you are the higher earner in your household

Student Loans
If you are repaying a student loan, let us know:

• Whether your loan became repayable before or after 1 September 2012
• Any repayments made during the year
• The latest statement from the Student Loans Company

Pensions

Personal Pension Contributions
If you made personal pension contributions (outside of your employer or company), please provide:

• Confirmation from your pension provider of payments made during the tax year
• Scheme provider name, membership number, and net contributions paid

If your employer changed from a “net pay arrangement” to “relief at source”, please confirm contributions made so these can be included in your tax return.

Other Information

Gift Aid Donations:  If you made donations to charity under Gift Aid, please confirm:

• Dates and amounts donated
• The charity name(s)
• Whether the donation was regular or one-off

Marital Status:  If your marital status has changed since 6 April 2024, please let us know.

Other Income or Gains:  Please confirm that you had no additional sources of income, capital gains, or chargeable events. If you think any other financial detail may affect your tax return, please provide it.

Why Providing Complete Information Matters

The more complete and accurate the information you provide, the smoother and quicker the tax return process will be. Submitting all relevant details helps us:

• Maximise any allowances and reliefs available to you
• Avoid HMRC penalties or interest for missing information
• File your Self Assessment return well before the deadline

📅 Next Step: Please send us your documents and details as soon as possible to give us enough time to complete your return.

If you’re unsure about what applies to you, don’t hesitate to contact us for guidance.